Globe Life
364 hedge funds and large institutions have $5.27B invested in Globe Life in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 182 reducing their positions, and 28 closing their positions.
54% more call options, than puts
Call options by funds: $7.69M | Put options by funds: $4.98M
2.03% more ownership
Funds ownership: 111.49% → 113.52% (+2%)
0% more capital invested
Capital invested by funds: $5.26B → $5.27B (+$9.93M)
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 369 → 364 (-5)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
52% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$54.8M |
| 2 |
Bank of New York Mellon
New York
|
+$40.7M |
| 3 |
WCM
Winton Capital Management
London,
United Kingdom
|
+$35.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$26.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$51.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$17.4M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
-$16.7M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$15.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.7M |
GL Hedge Fund Activity: Q1 2014 in Review
364 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2014, worth a combined $5.27B — up 0.19% from $5.26B a quarter earlier.
Fund positioning in GL was balanced in Q1 2014: 28 funds opened new positions, 28 closed out, 87 added to existing stakes and 182 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $54.8M. The largest seller was Altrinsic Global Advisors, cutting an estimated $51.9M.
- 364 institutional investors held Globe Life (GL) as of Q1 2014, down from 369 in Q4 2013.
- Funds reported $5.27B of Globe Life stock for Q1 2014, up 0.19% quarter-over-quarter.
- 28 funds opened new Globe Life positions in Q1 2014 and 28 closed out, a net change of 0 holders.
- The largest Globe Life buyer in Q1 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $54.8M added.
- The largest Globe Life seller in Q1 2014 was Altrinsic Global Advisors, an estimated $51.9M sold.
Based on aggregated 13F filings for Q1 2014.